Safeguard Investment Advisory Group, LLC Fidelity Covington Tr Msci Fin Transaction History
Safeguard Investment Advisory Group, LLC
- $350 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding FNCL
# of Institutions
213Shares Held
10.3MCall Options Held
600Put Options Held
3.2K-
Lido Advisors, LLC Los Angeles, CA2.27MShares$164 Million0.71% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2MShares$144 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6485KShares$34.9 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC384KShares$27.7 Million0.04% of portfolio
-
Congress Wealth Management LLC Boston, MA318KShares$23 Million0.28% of portfolio